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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
MBE Wealth Management
Wisconsin
$639K -$2.1K -43 -0.4%
WFS
127
WealthGarden F.S.
California
$635K -$169K -3,465 -23%
JFG
128
JMG Financial Group
Illinois
$627K
FHA
129
First Horizon Advisors
Tennessee
$625K +$22K +450 +4%
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$617K -$1.37K -28 -0.2%
VWM
131
Venturi Wealth Management
Texas
$606K +$5.72K +117 +1%
CW
132
CreativeOne Wealth
Kansas
$596K -$102K -2,080 -16%
CA
133
CoreCap Advisors
Michigan
$589K -$11.8K -242 -2%
WWG
134
West Wealth Group
California
$584K -$16.1K -330 -3%
EWA
135
EverSource Wealth Advisors
Alabama
$549K -$223K -4,564 -31%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$545K -$10.5M -214,335 -95%
UBS Group
137
UBS Group
Switzerland
$530K -$162K -3,317 -25%
DAS
138
Diversify Advisory Services
Utah
$524K -$562K -11,508 -55%
AI
139
Atria Investments
North Carolina
$523K -$65.3K -1,336 -12%
CAG
140
Curtis Advisory Group
California
$521K
EL
141
EQ LLC
Washington
$515K -$130K -2,659 -22%
IAIM
142
International Assets Investment Management
Florida
$508K +$460K +9,416 New
PWA
143
Physician Wealth Advisors
Utah
$499K -$9.82K -201 -2%
KPWS
144
Kestra Private Wealth Services
Texas
$496K +$1.12K +23 +0.3%
SB
145
Strategic Blueprint
Georgia
$493K -$171K -3,502 -28%
LWA
146
Lifelong Wealth Advisors
Minnesota
$475K -$165K -3,373 -28%
FIM
147
Freedom Investment Management
Connecticut
$470K +$4.35K +89 +1%
OIA
148
OneDigital Investment Advisors
Kansas
$466K -$77.3K -1,581 -15%
AG
149
Ascent Group
Virginia
$460K -$168K -3,436 -29%
AA
150
Armis Advisers
Georgia
$455K +$1.71K +35 +0.4%